Member Xperience Officer I

General Purpose:

To create a positive memorable experience with each member through prompt, upbeat interactions while following Credit Union policies and procedures.  Responsible for matching the Credit Union's products with the needs of members; takes a proactive approach in selling products that meet member needs in an effort to exceed established goals.

Essential Functions:

- Ability to positively assist with completing membership /new account applications by greeting members in person, on the telephone or remotely. The new member process must be completed accurately, timely and pass quality control review within written guidelines.

- Ability to build long-term relationships between the members and the Credit Union including knowledge to recommend additional services that may fit the member’s needs.

- Working knowledge of all loan products and associated regulations.

- Ability to recommend, originate, disburse approved loan applications in a timely manner with assistance as needed.

- Assist members with completing all Credit Union Products and Services with limited assistance as needed.

- Complete Currency Transaction Reports with accuracy. Recognize and report suspicious activity to Member Solutions Dept. &/or manager.

- Meet or exceed all assigned goals.

- Represent the Credit Union in a professional/positive manner at all times.

Other Duties:

- Provide marketing material and handle specific requests from members for information about the Credit Union.

- Complete all member requests in a timely manner.

- Travel to Branches as backup and meet members at remote sites, as needed.

- Perform other duties as required.

Qualifications

Job Requirements (Knowledge/Abilities):

- Demonstrated ability to provide courteous and professional service to members.

- Demonstrated ability to explain and initiate the processing of Credit Union services.

- Familiar with Credit Union functions and sales ability.

- Knowledge of Credit Union products and services.

- Knowledge of organization's policies/procedures and Credit Union's service philosophy.

- Knowledge of Credit Union deposit and lending functions.

- Knowledge of Credit Union's in-house computer system.

- Effective written and verbal communication skills

- Strong interpersonal and presentation skills.

- Knowledge of safety and security program for robberies, bomb threats and extortion.
 
Job Requirements (Education/Experience):

- High School diploma or equivalent.

- 2-3 years of experience, preferably in a branch setting.

- Financial service experience preferred.